Our L.I.F.E. Process

Our business is about people and their financial well-being. Our clients are people like you who come from varied backgrounds from all stages of life.

Wealth is not about what you have - it’s about how money helps you achieve your aspirations for all phases of your life, it’s about controlling what you can and protecting yourself from what you can’t. We take the time to understand what is important to you and your family and develop your L.I.F.E. Plan with strategies and solutions that are designed to take you through the phases of LIFE - Growth, Pre-Retired, Retired and Wealth Transfer.

To create and maintain a complete L.I.F.E. Plan takes a lot of time which means we have to ensure that any new client that joins our team is the right FIT - for them and us. To ensure the right FIT we have developed a process that we follow with all people that are interested in becoming our clients and joining our team.

We call this our L.I.F.E. Process and have detailed the steps below:

FitStep 1

Determining our fit - Ensure you are right for us and we are right for you.

InformationStep 2

Gather your information and establish what is important to you.

PlanStep 3

Create your L.I.F.E. Plan.

StrategiesStep 4

Implement your L.I.F.E. strategies and solutions.

ReviewStep 5

Review, assess and adjust as needed.

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How do we decide if we are the right 'FIT' for you?

We are not all things to all people. There are many components that we look at to determine if we can have a good long term client/advsior relationship. The most important deciding factor would be the clients attitude and willingness to work with us. Keep in mind, you are looking for someone with the knowledge and expertise to give you the best advise and guide you through your L.I.F.E plan. In order to succeed in achieving that plan we need you to trust that the decisions we make, even the difficult ones, are based on what is best for your personal situation.

Echelon Wealth Partners respects your time and your privacy. If you no longer wish us to retain and use your personal information for the purposes of distributing newsletters, reports or other commercial electronic messages, please let your Echelon Advisor. For more information on our Privacy Policy please visit our website at www.echelonwealthpartners.com

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Echelon Wealth Partners. This website is not deemed to be used as a solicitation in a jurisdiction where this Echelon representative is not registered.

The information on this website is solely the work of Ron Zwicker and Vicki Cook, this is not an official publication of Echelon Wealth Partners, and the author is not a Echelon research analyst. The views (including any recommendations) expressed are those of the author alone, and they have not been approved by, and are not necessarily those of, Echelon.

Forward-looking statements are based on current expectations, estimates, forecasts and projections based on beliefs and assumptions made by the author. These statements involve risks and uncertainties and are not guarantees of future performance or results and no assurance can be given that these estimates and expectations will prove to have been correct, and actual outcomes and results may differ materially from what is expressed, implied or projected in such forward-looking statements.

Insurance products and services are offered by life insurance licensed advisors through Chevron Wealth Preservation Inc., a wholly owned subsidiary of Echelon Wealth Partners Inc. This material is provided for general information and is not to be construed as an offer or solicitation for the sale or purchase of life insurance products or securities mentioned herein. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please seek individual financial advice based on your personal circumstances

Echelon Wealth Partners Inc. is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund.